Enterprise Financial Services Corp (EFSC)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Enterprise Financial Services Corp (EFSC)’s Portfolio SCHE Stock Details SCHE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-8,620	Closed	-$219K	–	197
2022 Q2	$219K	Sell	8,620 -3	-0%	-$78	0.04%	255
2022 Q1	$239K	Hold	8,623	–	–	0.04%	249
2021 Q4	$255K	Sell	8,623 -4,737	-35%	-$145K	0.04%	253
2021 Q3	$407K	Buy	13,360 +6,740	+102%	+$211K	0.05%	209
2021 Q2	$218K	Sell	6,620 -2,002	-23%	-$64.9K	0.03%	211
2021 Q1	$274K	Sell	8,622 -1	-0%	-$33	0.05%	191
2020 Q4	$264K	Hold	8,623	–	–	0.05%	187
2020 Q3	$231K	Sell	8,623 -550	-6%	-$14.7K	0.05%	194
2020 Q2	$223K	Hold	9,173	–	–	0.05%	193
2020 Q1	$190K	Sell	9,173 -104	-1%	-$2.6K	0.05%	197
2019 Q4	$254K	Hold	9,277	–	–	0.06%	192
2019 Q3	$233K	Hold	9,277	–	–	0.05%	200
2019 Q2	$243K	Hold	9,277	–	–	0.05%	201
2019 Q1	$241K	Buy	+9,277	New	+$235K	0.05%	201

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Enterprise Financial Services Corp (EFSC)'s SCHE Position: Q3 2022 in Review

Enterprise Financial Services Corp (EFSC) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 8,620 shares — an estimated $219K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in SCHE in Q1 2019 and held it in 14 quarters. The position peaked at $407K in Q3 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Enterprise Financial Services Corp (EFSC) reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Enterprise Financial Services Corp (EFSC) sold 8,620 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $219K.
Enterprise Financial Services Corp (EFSC) first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and held it in 14 quarters.
Enterprise Financial Services Corp (EFSC)'s Schwab Emerging Markets Equity ETF position peaked at $407K in Q3 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q3 2022, filed 14 Nov 2022.